Fortitude Family Office’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Fortitude Family Office’s Portfolio PEY Stock Details PEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30K	Hold	1,400	–	–	0.01%	329
2025 Q4	$28.5K	Hold	1,400	–	–	0.01%	327
2025 Q3	$29.5K	Hold	1,400	–	–	0.01%	329
2025 Q2	$28.6K	Hold	1,400	–	–	0.01%	324
2025 Q1	$30.1K	Hold	1,400	–	–	0.01%	317
2024 Q4	$29.8K	Hold	1,400	–	–	0.01%	366
2024 Q3	$30.7K	Buy	+1,400	New	+$29.5K	0.01%	322

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortitude Family Office's PEY Position: Q1 2026 in Review

Fortitude Family Office held its Invesco High Yield Equity Dividend Achievers ETF (PEY) position steady in Q1 2026 at 1,400 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #329.

Fortitude Family Office first reported a position in PEY in Q3 2024 and has held it in 7 quarters since. The position peaked at $30.7K in Q3 2024. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

Fortitude Family Office held 1,400 shares of Invesco High Yield Equity Dividend Achievers ETF worth $30K as of Q1 2026.
Fortitude Family Office left its Invesco High Yield Equity Dividend Achievers ETF share count unchanged in Q1 2026.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Fortitude Family Office's portfolio in Q1 2026, its #329 holding.
Fortitude Family Office first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2024 and has held it in 7 quarters since.
Fortitude Family Office's Invesco High Yield Equity Dividend Achievers ETF position peaked at $30.7K in Q3 2024.
176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.